EDTECH EVIDENCE EXCHANGE INC (EIN 823654516) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

BART EPSTEIN

Phone

2022517527

Tax Period

2022-01-01 to 2022-12-31

JEFFERSON EDUCATION EXCHANGE INC, founded in 2017, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2018. The organization ran a surplus of $2.4M, a strong 81% operating margin.

Mission

EDTECH EVIDENCE EXCHANGE, INC.'S MISSION IS TO HELP EDUCATORS MAKE BETTER-INFORMED DECISIONS ABOUT TECHNOLOGY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $234,344

Program Service Revenue $0

Investment Income $1,991

Other Revenue $0

TOTAL REVENUE $236,335

Expense Breakdown

Grants Paid $91,600

Salaries & Benefits $685,895

Fundraising Expenses $337,779

Program Expenses $676,181

Other Expenses $352,773

TOTAL EXPENSES $1,130,268

Year-over-Year Comparison

	2022	2021	Change
Revenue	$236,335	$2,447,872	-0.9%
Expenses	$1,130,268	$1,644,018	-0.3%
Net Income	$-893,933	$803,854	-2.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$258,427

Total Directors

$258,427

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BART EPSTEIN	CHIEF EXECUTIVE OFFICER & PRESIDENT	40.00	Officer Director	$214,880	$43,547	$258,427
ROBERT PIANTA	CHAIRMAN	2.00	Officer Director	$0	$0	$0
BROR SAXBERG	DIRECTOR	1.00	Director	$0	$0	$0
EDITH GUMMER	DIRECTOR	1.00	Director	$0	$0	$0
KATHY STACK	DIRECTOR	1.00	Director	$0	$0	$0
MADDIE FENNELL	DIRECTOR	1.00	Director	$0	$0	$0
MARGUERITE IZZO	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE TOMASIK	CHIEF OF STAFF & DIRECTOR OF PARTNERSHIPS	40.00	Highest	$146,016	$34,581	$180,597
KATHLEEN TINDLE	DIRECTOR OF FIELD RESEARCH	40.00	Highest	$123,998	$37,911	$161,909

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$236,335	$1,130,268	$487,028	$-893,933
2021	$2,447,872	$1,644,018	$1,448,237	$803,854
2019	$1,378,493	$1,471,103	$2,060,733	$-92,610
2018	$2,925,574	$543,350	$2,657,143	$2,382,224

EDTECH EVIDENCE EXCHANGE INC